CRAN Status Lifecycle: experimental PRs Welcome

Overview

Description:

Unlock the power of financial data from the Euronext stock exchange with the Euronext R package. Dive into the world of stocks, indices, funds, ETFs, and bonds, and harness the convenience of a user-friendly interface for seamless data retrieval. Whether you’re a researcher, investor, or financial enthusiast, this package provides a valuable resource for accessing and analyzing historical data, share prices, trading volumes, and more.

Disclaimer:

Please note that the Euronext R package is a tool designed to access and retrieve public financial information from the Euronext stock exchange. The data returned by the Euronext R package originates from Euronext, and the package author is not the source of this data. All information is derived from the public domain, and users are advised to refer to the official Euronext website for specific data needs.

Get in touch with the Euronext package and elevate your understanding of financial markets through the lens of R.

Description

English

The Euronext R Package is a powerful tool for accessing and retrieving financial information from the Euronext stock exchange. Whether you are interested in stocks, indexes, funds, ETFs, or bonds, this package provides a convenient interface to gather essential data for analysis and decision-making in the financial domain. With user-friendly functionalities, it simplifies the process of collecting historical data on share prices, trading volumes, and other financial indicators. Researchers, investors, and other users can extract valuable insights and make informed decisions based on the comprehensive information available. In essence, the ‘Euronext’ library is a valuable asset for those seeking a deeper understanding of Euronext and the financial markets in Europe.

Français

Le package R Euronext est un outil puissant pour accéder et récupérer des informations financières de la bourse Euronext. Que vous soyez intéressé par les actions, les indices, les fonds, les ETF ou les obligations, ce package offre une interface pratique pour collecter des données essentielles pour l’analyse et la prise de décision dans le domaine financier. Avec des fonctionnalités conviviales, il simplifie le processus de collecte de données historiques sur les prix des actions, les volumes de transactions et d’autres indicateurs financiers. Les chercheurs, les investisseurs et d’autres utilisateurs peuvent extraire des informations précieuses et prendre des décisions éclairées en se basant sur les informations complètes disponibles. En somme, la bibliothèque ‘Euronext’ est un atout précieux pour ceux qui cherchent à approfondir leur compréhension d’Euronext et des marchés financiers en Europe.

Html version of the Readme Since the size of the readme is huge due to the charts, you can visit the html version of the readme on RPubs

Installation

Installation guidelines

You can install the development version of EURONEXT from github with:

# github dev version
## We can use devtools
# Install the development version from GitHub
devtools::install_github("Fredysessie/Euronext")

# Or use remotes
# install.packages("remotes")

remotes::install_github("Fredysessie/Euronext")

EN_GetProfile() function

To better utilize the various functions of the ‘Euronext’ package, it is crucial to provide accurate information (such as ticker Name, ISIN, Symbol, or DNA) to the functions.

This function retrieves the profile of a given ticker - Equity, Index, Fund, ETF, or Bond - listed on the Euronext exchange based on its ticker Name, ISIN, Symbol, or DNA. It returns a list with details such as Name, ISIN, Symbol, and DNA information. It receives two (2) parameters: - ‘ticker’ : A character string representing the company’s ticker Name, ISIN, Symbol or DNA, - ‘stock_type’ : The type of the ticker: ‘Eq_Ind’ for Stocks and Indexes, ‘Fund’ or “F” for Fund tickers, ‘Bond’ or “B” for Bond tickers, and ‘Etfs’ or “E” for EFTs.

Example 1 : Retrieve the profile (characteristics) of a specified Equity, Index, Fund, ETF, or Bond listed on Euronext.

Please refer to the respective functions EN_GetISIN(), EN_GetISIN_Etf(), EN_GetISIN_F(), and EN_GetISIN_B() if you wish to obtain the DNA of a giving Equity or Index, ETF, Fund, and Bond listed on Euronext (retrieving DNA is useful in case you decide to use ‘escape = T’ option).

# Note: For Equity, Index, Fund, and ETF, provide the giving Symbol, ISIN, Name, or DNA for best results, but for a Bond, provide its DNA and sometimes its Name for best results because a company or country can issue more than one Bond.

 ## Equities
 # Example a : '3D SYSTEMS CORP' equity
 EN_GetProfile("4ddd")  # By providing Symbol
#> $Name
#> [1] "3D SYSTEMS CORP"
#> 
#> $ISIN
#> [1] "US88554D2053"
#> 
#> $DNA
#> [1] "US88554D2053-ETLX"
#> 
#> $Symbol
#> [1] "4DDD"

 # Example b : 'ALFEN' equity
 EN_GetProfile("NL0012817175") # By providing ISIN
#> $Name
#> [1] "ALFEN"
#> 
#> $ISIN
#> [1] "NL0012817175"
#> 
#> $DNA
#> [1] "NL0012817175-XAMS"
#> 
#> $Symbol
#> [1] "ALFEN"

 # Example c : 'LES HOTELS BAVEREZ' equity
 EN_GetProfile("LES HOTELS BAVEREZ") # By providing Name
#> $Name
#> [1] "LES HOTELS BAVEREZ"
#> 
#> $ISIN
#> [1] "FR0007080254"
#> 
#> $DNA
#> [1] "FR0007080254-ALXP"
#> 
#> $Symbol
#> [1] "ALLHB"
 
 # Example d : 'BE SEMICONDUCTOR' equity
 EN_GetProfile("NL0012866412-XAMS") # By providing DNA
#> [1] "Ticker not found"
 
 ## Indices 
 # Example a : 'AEX CONS STAPL GR' Index
 EN_GetProfile("NLCSG") # By providing Symbol
#> $Name
#> [1] "AEX CONS STAPL GR"
#> 
#> $ISIN
#> [1] "QS0011225420"
#> 
#> $DNA
#> [1] "QS0011225420-XAMS"
#> 
#> $Symbol
#> [1] "NLCSG"
 
 # Example b : 'AEX All-Share Index' Index
 EN_GetProfile("NL0000249100") # By providing ISIN
#> $Name
#> [1] "AEX ALL-SHARE"
#> 
#> $ISIN
#> [1] "NL0000249100"
#> 
#> $DNA
#> [1] "NL0000249100-XAMS"
#> 
#> $Symbol
#> [1] "AAX"

 # Example c : 'Euronext Core Europe 30 EW Decrement 5% NR' Index
 EN_GetProfile("EN CE EW30 D 5% NR") # By providing Name
#> $Name
#> [1] "EN CE EW30 D 5% NR"
#> 
#> $ISIN
#> [1] "NL0012483929"
#> 
#> $DNA
#> [1] "NL0012483929-XAMS"
#> 
#> $Symbol
#> [1] "COR30"
 
 # Example d : 'SBF 120 NR' Index
 EN_GetProfile("QS0011131842-XPAR") # By providing DNA
#> [1] "Ticker not found"
 
 ## ETFs 
 # Example a : 'Asia IG Corp US A' Etf
 EN_GetProfile("$Asia IG Corp US A", stock_type = 'E') # By providing Name
#> $Name
#> [1] "$ASIA IG CORP US A"
#> 
#> $ISIN
#> [1] "IE0007G78AC4"
#> 
#> $DNA
#> [1] "IE0007G78AC4-XAMS"
#> 
#> $Symbol
#> [1] "ASIG"
 
 # Example b : '1X MSFT' Etf
 EN_GetProfile("MSFT", stock_type = 'E') # By providing Symbol
#> $Name
#> [1] "1X MSFT"
#> 
#> $ISIN
#> [1] "XS2337100320"
#> 
#> $DNA
#> [1] "XS2337100320-XAMS"
#> 
#> $Symbol
#> [1] "MSFT"
 
 # Example c : '3X LONG COINBASE' Etf
 EN_GetProfile("XS2399367254", stock_type = 'E') # By providing ISIN of 3X LONG COINBASE
#> $Name
#> [1] "3X LONG COINBASE"
#> 
#> $ISIN
#> [1] "XS2399367254"
#> 
#> $DNA
#> [1] "XS2399367254-XAMS"
#> 
#> $Symbol
#> [1] "3CON"
 
 # Example d : '3X PLTR' Etf
 EN_GetProfile("XS2663694680-XAMS", stock_type = 'E') # By providing DNA
#> $Name
#> [1] "3X PLTR"
#> 
#> $ISIN
#> [1] "XS2663694680"
#> 
#> $DNA
#> [1] "XS2663694680-XAMS"
#> 
#> $Symbol
#> [1] "3PLT"

 # Funds
 # Example a : 'ACOMEA PERFORMANCE' Fund
 EN_GetProfile("ACAPER", stock_type = 'F') # By providing Symbol
#> $Name
#> [1] "ACOMEA PERFORMANCE"
#> 
#> $ISIN
#> [1] "IT0005090912"
#> 
#> $DNA
#> [1] "IT0005090912-ATFX"
#> 
#> $Symbol
#> [1] "ACAPER"
 
 # Example b : 'BNP ESGNL' Fund
 EN_GetProfile("BNP ESGNL", stock_type = 'F') # By providing Name
#> $Name
#> [1] "BNP ESGNL"
#> 
#> $ISIN
#> [1] "NL0012727432"
#> 
#> $DNA
#> [1] "NL0012727432-XAMS"
#> 
#> $Symbol
#> [1] "ESGNL"
 
 # Example c : 'SWIF2' Fund
 EN_GetProfile("NL0015000W40", stock_type = 'F') # By providing ISIN of SWIF2
#> $Name
#> [1] "SWIF2"
#> 
#> $ISIN
#> [1] "NL0015000W40"
#> 
#> $DNA
#> [1] "NL0015000W40-XAMS"
#> 
#> $Symbol
#> [1] "SWIF2"

 # Example d : 'GOLDMAN SACHS PARAPLUFONDS 2 N' Fund
 EN_GetProfile("NL0000293181-XAMS", stock_type = 'F') # By providing DNA of GSDM5
#> $Name
#> [1] "GS DYN MIX FD V"
#> 
#> $ISIN
#> [1] "NL0000293181"
#> 
#> $DNA
#> [1] "NL0000293181-XAMS"
#> 
#> $Symbol
#> [1] "GSDM5"

 # Examples for Bonds
 # Example a: 'A2A SLB TF 0,625%' Bond
 EN_GetProfile("XS2364001078-XMOT", stock_type = 'B') # By providing DNA
#> $Name
#> [1] "A2A SLB TF 0,625%"
#> 
#> $ISIN
#> [1] "IT0005386724"
#> 
#> $DNA
#> [1] "XS2364001078-XMOT"
#> 
#> $Issuer
#> [1] "A2A S.p.A."

 # Example b: 'AAB1.50%30SEP30' Bond
 EN_GetProfile("AAB1.50%30SEP30", stock_type = 'B') # By providing Name
#> $Name
#> [1] "AAB1.50%30SEP30"
#> 
#> $ISIN
#> [1] "IT0005386724"
#> 
#> $DNA
#> [1] "XS1298431799-XAMS"
#> 
#> $Issuer
#> [1] "ABN AMRO BANK N.V."

EN_Stocks_List() function

This function receives as input stock_choice and then retrieves a list of companies listed on the provided Euronext stock exchanges, filtered by the initial letter of their names. It provides information such as the company name, ticker symbol, ISIN code, market, last closing price, percentage change, and a link to the company’s details on the Euronext website. - stock_choice A character string specifying the stock exchange. Options include “A” or “Amsterdam,” “B” or “Brussels,” “D” or “Dublin”, “L” or “Lisbon,” “M” or “Milan,” “P” or “Paris,” and “O” or “Oslo.”

Example 2.a : Get Euronext Stocks List

# The columns names of the initial dataframe is c("Date", "Name", "Ticker", "Code_ISIN", "Market", "Last_price", "Percentage change (in %)", "URL", "Ticker_adn")

# So I will only display columns "Name", "Ticker", "Code_ISIN", "Market", "Last_price" and "Percentage change (in %)"

# For Amsterdam Stock
a_result_df <- EN_Stocks_List("A")
head(a_result_df)[,c(2:6)]
Name Ticker Code_ISIN Market Last_price
AALBERTS NV AALB NL0000852564 XAMS €36.00
ABN AMRO BANK N.V. ABN NL0011540547 XAMS €13.08
ACCSYS AXS GB00BQQFX454 XAMS €0.66
ACOMO ACOMO NL0000313286 XAMS €17.52
ADUX ADUX FR0012821890 XPAR, XAMS €1.31
ADYEN ADYEN NL0012969182 XAMS €1
# For Brussels Stock
b_result_df <- EN_Stocks_List("B")[,c(2:6)]
tail(b_result_df)
Name Ticker Code_ISIN Market Last_price
137 WDP WDP BE0974349814 XBRU, XAMS €25.76
138 WERELDHAVE BELGIUM WEHB BE0003724383 XBRU €47.60
139 WHAT WHATS BE0003573814 XBRU €56.40
140 WHITESTONE GROUP ROCK BE0974401334 ALXB €10.40
141 XIOR XIOR BE0974288202 XBRU €27.10
142 ZENOBE GRAMME CERT ZEN BE0003809267 XBRU €180.00
# For Paris Stock
p_result_df <- EN_Stocks_List("P")[,c(2:6)]
head(p_result_df)
Name Ticker Code_ISIN Market Last_price
1000MERCIS ALMIL FR0010285965 ALXP €26.00
2CRSI AL2SI FR0013341781 ALXP €4.14
A.S.T. GROUPE ALAST FR0000076887 ALXP €0.962
AB SCIENCE AB FR0010557264 XPAR €3.14
ABC ARBITRAGE ABCA FR0004040608 XPAR €4.39
ABEO ABEO FR0013185857 XPAR €13.15
# For Lisbon Stock
l_result_df <- EN_Stocks_List("L")[,c(2:6)]  
head(l_result_df)
Name Ticker Code_ISIN Market Last_price
AGUAS DA CURIA CUR PTCUR0AP0000 ENXL €1.17
ALTRI SGPS ALTR PTALT0AE0002 XLIS €4.402
ATRIUM BIRE SIGI MLATR PTTBI0AM0006 ENXL NANA
B.COM.PORTUGUES BCP PTBCP0AM0015 XLIS €0.2543
BENFICA SLBEN PTSLB0AM0010 XLIS €2.90
COFINA,SGPS CFN PTCFN0AE0003 XLIS €0.43
# For Milan Stock
m_result_df <- EN_Stocks_List("M")[,c(2:6)]  # For Milan Stock
tail(m_result_df)
Name Ticker Code_ISIN Market Last_price
1903 ZOETIS 4ZTS US98978V1035 ETLX €183.00
1904 ZOETIS 2ZTS US98978V1035 MTAH €173.20
1905 ZOOM VIDEO COMM 4ZM US98980L1017 ETLX €59.43
1906 ZOOM VIDEO COMM 1ZM US98980L1017 BGEM €58.78
1907 ZOOM VIDEO COMM 2ZM US98980L1017 MTAH €64.31
1908 ZUCCHI ZUC IT0005395071 MTAA €2.05
# For Dublin Stock
d_result_df <- EN_Stocks_List("D")[,c(2:6)]  
tail(d_result_df)
Name Ticker Code_ISIN Market Last_price
28 ORIGIN ENT. PLC OIZ IE00B1WV4493 XESM €3.40
29 OVOCA BIO PLC OVXA IE00B4XVDC01 XESM €0.01
30 PERM. TSB GP. HOLD PTSB IE00BWB8X525 XMSM €1.65
31 RYANAIR HOLD. PLC RYA IE00BYTBXV33 XMSM €20.00
32 SMURFIT KAPPA GP SK3 IE00B1RR8406 XMSM €37.15
33 UNIPHAR PLC UPR IE00BJ5FQX74 XESM €2.87
# For Oslo Stock
o_result_df <- EN_Stocks_List("O")[,c(2:6)]
head(o_result_df, 10)
Name Ticker Code_ISIN Market Last_price
AALBERTS NV AALB NL0000852564 XAMS €36.00
ABN AMRO BANK N.V. ABN NL0011540547 XAMS €13.08
ACCSYS AXS GB00BQQFX454 XAMS €0.66
ACOMO ACOMO NL0000313286 XAMS €17.52
ADUX ADUX FR0012821890 XPAR, XAMS €1.31
ADYEN ADYEN NL0012969182 XAMS €1

Example 2.b : Show in detail Paris Euronext Stocks

Example 2.c : Euronext Paris ticker ISIN

# Retrieve the ISIN for a company with ticker "abca"
EN_P_Ticker_adn("abca")
#> [1] "FR0004040608-XPAR"

# Example result for a valid ticker "AAA"
result <- EN_P_Ticker_adn("AAA")
print(result)
#> [1] "FR0000062465-XPAR"

# Example for a non-existing ticker "afsf"
print(EN_P_Ticker_adn("afsf"))  # Ticker is not existing
#> [1] "Ticker not found"

EN_Indices_List() function

It receives no argument and retrieves information about all indices available on Euronext.

Example 3 : Get the list of Euronext Indexes

# Get list of Indices available on Euronext
all_indices = EN_Indices_List()
dim(all_indices)
tail(all_indices)
#> [1] 1263    8
Name Isin Symbol Last Percentage change (in %) Date_Time YTD% Ticker_adn
SBF Top 50 ESG EW GR FR0013371432 ESF5G €1252.28 -0.40% 09 Feb 2024 -0.74% FR0013371432-ESF5G
SBF Top 50 ESG EW NR FR0013371424 ESF5N €1193.37 -0.40% 09 Feb 2024 -0.79% FR0013371424-ESF5N
SBF Top 80 EW FR0013017936 SBF80 €1246.28 +0.10% 09 Feb 2024 -0.46% FR0013017936-SBF80
SBF Top 80 EW Decrement 50 Points FR0013017969 SBF8D €1001.85 +0.08% 09 Feb 2024 -0.92% FR0013017969-SBF8D
SBF Top 80 EW GR FR0013017951 SBF8G €1587.18 +0.10% 09 Feb 2024 -0.35% FR0013017951-SBF8G
SBF Top 80 EW NR FR0013017944 SBF8N €1485.20 +0.10% 09 Feb 2024 -0.38% FR0013017944-SBF8N

EN_Etfs_List() and EN_Etfs_List_bis functions

EN_Etfs_List receives as input tot_page which is the total number of pages to retrieve. In contrast, EN_Etfs_List_bis receives as input target_page which represents the target page. For example, the function EN_Etfs_List_bis(5), retrieves only the fifth page of the Etfs list, allowing more granular control of the data retrieval process (ordered list of 100 Etfs), whereas EN_Etfs_List(5) would return an ordered list of 500 Etfs listed on Euronext (on each page there are 100 Etfs, so for 5 pages 5*100 = 500).

Example 4 : Get the list of ETFs quoted on Euronext markets

# Get 1st 500 Etfs in alphabetic order
dt_ <- EN_Etfs_List()
tail(dt_[, c(2:9)])

# The number of columns and rows
dim(dt_)
#> [1] "Dimension of the dataframe"
#> [1] 500  11
Name Ticker Code_ISIN Market Bid Ask Last_price Percentage_change
495 AMUNDI US MIN VO MIVU LU1589349734 XAMS
$89.569 0.27
496 AMUNDI US STEEPEN STPU LU2018762653 XPAR
€87.432 -0.14
497 AMUNDI US TIPS UIFL LU1525419294 XPAR
$58.359 NA
498 AMUNDI US-T 10Y+ U10HK LU2338178648 XPAR
NA674.704 0.10
499 Amundi USASRI USRI IE000R85HL30 XPAR
€102.958 0.12
500 Amundi USASRI USRI IE000R85HL30 XAMS
$111.09 0.34
# By default, EN_Etfs_List_bis() returns the list of 100 Etfs in alphabetic order
dt_1 <- EN_Etfs_List_bis()  
# The number of columns and rows
dim(dt_1)
# Head
dt_1.h <- head(dt_1[, c(2:9)])
#> [1] 100  11
Name Ticker Code_ISIN Market Bid Ask Last_price Percentage_change
$Asia IG Corp US A ASIG IE0007G78AC4 XAMS
$4.811 0.14
-1X SHORT DIS SDIS XS2337085422 XAMS
€5.9605 0.36
-1X SHORT PLTR SPLR XS2337086669 XAMS
€1.2642 -3.27
-1X SHORT PLUG SPLU XS2336362079 XAMS
€4.1274 -0.03
-3X ARK INNOVATION SARKK XS2399368906 XAMS
€0.5369 -7.86
-3x China Tech SKWE XS2399370126 XAMS
€0.31 1.84

EN_Bonds_List() and EN_Bonds_List_bis functions

EN_Bonds_List receives as input tot_page which is the total number of pages to retrieve. In contrast, EN_Bonds_List_bis receives as input target_page which represents the target page. For example, the function EN_Bonds_List_bis(5), retrieves only the fifth page of the Bonds list, allowing more granular control of the data retrieval process (ordered list of 100 Bonds), whereas EN_Bonds_List(5) would return an ordered list of 500 Bonds listed on Euronext (on each page there are 100 Bonds, so for 5 pages 5*100 = 500).

Example 5 : Get the list of Bonds quoted on Euronext markets

# Get 1st 500 Bonds in alphabetic order
dt_b <- EN_Bonds_List()
head(dt_b[, c(2:9)])

tail(dt_b[, c(2:9)])
# Get 1st 500 Bonds in alphabetic order
dt_b <- EN_Bonds_List()
dt_b.h <- head(dt_b[, c(2:9)])

dt_b.t <- tail(dt_b[, c(2:9)])

kable(dt_b.h, "html") %>%
    kable_styling(bootstrap_options = "striped")

kable(dt_b.t, "html") %>%
    kable_styling(bootstrap_options = "striped")
dt_b1 <- EN_Bonds_List_bis() #By default returns the list of 100 Bonds in alphabetic order 
head(dt_b1[, c(2:9)])

tail(dt_b1[, c(2:9)])
Name Issuer Code_ISIN Market Maturity Coupon Last_price Percentage change
2019 PB RMBS TV EU 2019 POPOLARE BARI RMBS IT0005386724 XMOT 2069-05-31 0.0%
2019 PB RMBS TV EU 2019 POPOLARE BARI RMBS IT0005386724 XMOT 2069-05-31 0.0%
2019 PB RMBS TV EU 2019 POPOLARE BARI RMBS IT0005386724 XMOT 2069-05-31 0.0%
2I RETE GAS TF 2,1 2I RETE GAS IT0005386724 XMOT 2025-09-11 0.0%
2IRG 1.608% CALL 3 2I RETE GAS IT0005386724 ETLX 2027-10-31 0.0% 93.65 -0.62%
2IRG 1.75% CALL 28 2I RETE GAS IT0005386724 ETLX 2026-08-28 0.0%
Name Issuer Code_ISIN Market Maturity Coupon Last_price Percentage change
95 AAB1.95%7DEC2048 ABN AMRO BANK N.V. IT0005386724 XAMS 2048-12-07 1.95%
96 AAB2.29%29JUL30 ABN AMRO BANK N.V. IT0005386724 XAMS 2030-07-29 2.29%
97 AAB2.375%1JUN2027 ABN AMRO BANK N.V. IT0005386724 XAMS 2027-06-01 2.375%
98 AAB2.47%13DEC29 ABN AMRO BANK N.V. IT0005386724 XAMS 2029-12-13 2.47%
99 AAB2.47%13DEC29RS ABN AMRO BANK N.V. IT0005386724 XAMS 2029-12-13 2.47%
100 AAB3%1JUN2032 ABN AMRO BANK N.V. IT0005386724 XAMS 2032-06-01 3.0%

EN_GetISIN() function

The function takes a single parameter, ‘ticker,’ which can be the symbol, name, or ISIN of a given stock or index, and then returns its DNA.

Example 6.a : Get DNA (ISIN-Market identifier) of a given Stock or Index listed on Euronext by providing the Symbol or Name, or ISIN of a Stock or an Index.

To efficiently use the ‘Euronext’ package, it is important to understand how to handle Ticker Names, ISIN, and DNA, as many functions in the package rely on these. Note: There is a small difference between ISIN and DNA. Here’s a simple example: the ticker “4DDD” has the ISIN “US88554D2053,” and its DNA is “US88554D2053-ETLX.” As you can see, the DNA is composed of the ISIN and the market identifier “ETLX,” preceded by “-”.

Please refer to the respective functions EN_Stocks_List(), EN_Indices_List(), EN_Etfs_List() or EN_Etfs_List_bis(), EN_Funds_List(), and EN_Bonds_List() or EN_Bonds_List_bis() if you wish to obtain a list of available Stocks, Indices, ETFs, Funds, and Bonds on Euronext.

# Get DNA of ticker "4DDD"
EN_GetISIN("4DDD")
#> [1] "US88554D2053-ETLX"

# Get DNA for the ticker name "ADS MARITIME HOLD"
EN_GetISIN("ADS MARITIME HOLD")
#> [1] "CY0108052115-MERK"

# Get DNA for ATENOR company by providing its ISIN
EN_GetISIN("BE0003837540")
#> [1] "BE0003837540-XBRU"

EN_GetISIN_F() function

Example 6.b : Get DNA (ISIN-Market identifier) of a given fund listed on Euronext by providing its symbol, name, or ISIN.

# Get Fund 'ACOMEA GLOBALE' DNA
aco_dna <- EN_GetISIN_F("ACOMEA GLOBALE")

# In case you want the ISI only
sub("-.*", "", aco_dna) #To get only the ISIN
#> [1] "IT0005091100"

# Get Fund 'ASNU SMALL MIDCAPF' DNA
asnu_dna <- EN_GetISIN_F("ASN5")
print(asnu_dna)
#> [1] "NL0014270217-XAMS"

# Get Fund 'COMPAM ACTIVE GLOB' DNA
EN_GetISIN_F("LU1275425897")
#> [1] "LU1275425897-ATFX"

EN_GetISIN_Etf() function

Example 6.c : Get DNA (ISIN-Market identifier) of a given ETF listed on Euronext by providing its Symbol or Name, or ISIN of a Stock or an Index.

# Get ETF 'AAPL' DNA
EN_GetISIN_Etf("AAPL")
#> [1] "XS2337099563-XAMS"

# Get ETF '-1X SHORT DIS' DNA
EN_GetISIN_Etf("-1X SHORT DIS")
#> [1] "XS2337085422-XAMS"

# Get ETF '3x Long Coinbase' DNA
EN_GetISIN_Etf("XS2399367254")
#> [1] "XS2399367254-XAMS"

EN_GetISIN_B() function

Example 6.d : Get DNA (ISIN-Market identifier) of a given Bond listed on Euronext by providing its Symbol or Name, or ISIN of a Stock or an Index.

#To get only the DNA of all same bonds issued
the_dna1 <- EN_GetISIN_B("ABN AMRO BANK N.V.")
print(the_dna1)
#> [1] "XS1344751968-XAMS"

the_isin1 <- sub("-.*", "", the_dna1) #To get only the ISINs
print(the_isin1)
#> [1] "XS1344751968"

#To get only the DNA of Bond 'A2A GREEN BOND TF'
the_dna2 = EN_GetISIN_B("A2A GREEN BOND TF")
the_isin2 =sub("-.*", "", the_dna2) #To get only the ISIN
print(the_isin2)
#> [1] "XS2403533263"

EN_Ticker_Perfomance() function

This function retrieves the historical performance data of a company listed on the Euronext exchange based on its ticker symbol. It returns a table with details such as the highest and lowest stock prices, date of the highest and lowest prices, and other relevant information. It receives three (3) parameters such us : * ‘ticker’ : A character string representing the company’s ticker symbol, * ‘stock_type’ : The type of the ticker: ‘Eq_Ind’ for Stocks and Indexes, ‘Fund’ or “F” for Fund tickers, ‘Bond’ or “B” for Bond tickers, and ‘Etfs’ or “E” for EFTs. * ‘escape’ : Boolean, either T or F. If escape is True, it means you’re providing the DNA (ISIN-Market identifier) directly. Giving T to escape is helpful to avoid time-consuming operations; otherwise, F means you need to provide the Ticker symbol, name, or ISIN and the type of market to which it belongs. By default, escape = ‘FALSE’

Example 7 : Retrieve historical performance

# Get Performance of Ticker ABCA
dt = EN_Ticker_Perfomance("ABCA")
print(dt)
D-1 1W 1M 3M 6M YTD 52W 2Y 3Y 5Y MAX
Highest 4.37 4.39 4.87 5.12 6.12 4.87 6.64 7.78 8.15 8.15 14.85
Date of the highest 08/02/2024 - 11:39 09/02/2024 09/01/2024 29/11/2023 01/09/2023 09/01/2024 09/02/2023 19/04/2022 22/03/2021 22/03/2021 25/02/2000
Lowest 4.30 3.97 3.97 3.97 3.97 3.97 3.97 3.97 3.97 3.97 1.50
Date of the lowest 08/02/2024 - 13:42 06/02/2024 06/02/2024 06/02/2024 06/02/2024 06/02/2024 06/02/2024 06/02/2024 06/02/2024 06/02/2024 11/10/2002
% 0.12 1.86 -9.86 -6.60 -25.72 -8.64 -33.89 -38.34 -39.95 -28.73 -54.74
Change 0.005 0.08 -0.48 -0.31 -1.52 -0.415 -2.25 -2.73 -2.92 -1.77 -5.31
Turnover 351455.57 2296466.55 5363968.36 11.918M 21.231M 6555960.33 45.922M 104.325M 180.230M 311.071M 1.368B
Volume 81201 546905 1220692 2564157 4256949 1473361 8307477 16.700M 27.194M 46.948M 82.247B
Avg Vol 81201 91151 50862 39449 32496 50806 32325 32428 35134 36564 12.694M
Avg Price 4.33 4.20 4.39 4.65 4.99 4.45 5.53 6.25 6.63 6.63 0.02
Nb days 1 6 24 65 131 29 257 515 774 1284 6479
# Get Performance of ETF AAPL
dt_ = EN_Ticker_Perfomance("AAPL", stock_type = "E")
print(dt_)
D-1 1W 1M 3M 6M YTD 52W 2Y 3Y 5Y MAX
Highest 6.979 7.241 7.241 7.271 7.271 7.241 7.271 7.271 7.271 7.271 7.271
Date of the highest 08/02/2024 - 10:21 06/02/2024 06/02/2024 15/12/2023 15/12/2023 06/02/2024 15/12/2023 15/12/2023 15/12/2023 15/12/2023 15/12/2023
Lowest 6.924 6.642 6.625 6.532 6.281 6.532 5.35 4.700 4.030 4.030 4.030
Date of the lowest 08/02/2024 - 16:33 02/02/2024 17/01/2024 08/01/2024 27/10/2023 08/01/2024 02/03/2023 06/01/2023 07/06/2021 07/06/2021 07/06/2021
% -0.49 2.17 4.51 2.66 7.97 -0.09 21.99 15.25 69.29 69.29 69.29
Change -0.034 0.147 0.299 0.179 0.511 -0.006 1.247 0.915 2.832 2.832 2.832
Turnover 9985.86 15794.46 19496.90 23239.84 49665.30 19602.17 140167.49 364029.23 438875.72 438875.72 438875.72
Volume 1432 2273 2816 3359 7345 2832 23074 65146 79423 79423 79423
Avg Vol 1432 379 117 52 57 98 90 127 103 62 12
Avg Price 6.97 6.95 6.92 6.92 6.76 6.92 6.07 5.59 5.53 5.53 5.53
Nb days 1 6 24 64 130 29 256 514 773 1283 6478
# Get Performance of Bond issued by A2A S.p.A.
dt1 = EN_Ticker_Perfomance("XS1195347478-ETLX", escape = TRUE)
print(dt1)
D-1 1W 1M 3M 6M YTD 52W 2Y 3Y 5Y MAX
Highest 98.20 99.25 99.25 99.25 99.25 99.25 99.25 99.28 102.85 107.14 108.98
Date of the highest 02/01/2024 - 09:32 11/01/2024 11/01/2024 11/01/2024 11/01/2024 11/01/2024 11/01/2024 09/08/2022 03/02/2022 11/09/2019 14/07/2016
Lowest 98.20 98.45 98.45 97.21 97.02 98.20 96.30 95.38 95.38 95.38 94.28
Date of the lowest 02/01/2024 - 09:32 11/01/2024 11/01/2024 22/11/2023 06/11/2023 02/01/2024 24/02/2023 20/10/2022 20/10/2022 20/10/2022 24/06/2015
% -0.06 -0.03 0.29 1.02 1.58 0.09 1.01 -4.28 -8.01 -4.46 -2.96
Change -0.06 -0.03 0.28 0.99 1.53 0.09 0.98 -4.40 -8.56 -4.59 -3.00
Turnover 98200.00
296600.00 590560.00 883180.00 394800.00 3128140.00 6824010.00 7029220.00 8402410.00 18.669M
Volume 100000 300000 600000 900000 1200000 700000 3500000 7300000 7500000 8800000 19.000M
Avg Vol 100000 50000 25000 13636 9091 24138 13410 13985 9579 6748 2902
Avg Price 0.01
0.00 0.01 0.01 0.01 0.01 0.01 0.01 0.01 0.01
Nb days 1 6 24 66 132 29 261 522 783 1304 6548
# Get Performance of ACOMEA EMERGING Q2 Fund
dt2 = EN_Ticker_Perfomance("IT0005091126", 'F', escape = FALSE)
print(dt2)
D-1 1W 1M 3M 6M YTD 52W 2Y 3Y 5Y MAX
Highest 10.679 9.955 9.955 9.955 9.955 9.955 10.679 10.847 12.185 12.185 12.185
Date of the highest 06/07/2023 - 15:01 07/12/2023 07/12/2023 07/12/2023 07/12/2023 07/12/2023 06/07/2023 01/06/2022 12/11/2021 12/11/2021 12/11/2021
Lowest 10.679 9.955 9.955 9.955 9.955 9.955 1.00 1.00 1.00 1.00 1.00
Date of the lowest 06/07/2023 - 15:01 07/12/2023 07/12/2023 07/12/2023 07/12/2023 07/12/2023 24/03/2023 24/03/2023 24/03/2023 24/03/2023 24/03/2023
% 6.59 0.00 0.00 0.00 0.00 0.00 -5.91 -15.26 -3.84 27.89 28.07
Change 0.66 0.00 0.00 0.00 0.00 0.00 -0.629 -1.804 -0.40 2.185 2.196
Turnover 5125.92
447.98 447.98
7428.04 291434.81 329300.08 781997.34 1027788.16
Volume 480 45 45 90 90 45 750 26941 30249 86122 118276
Avg Vol 480 8 2 1 1 2 3 53 39 68 18
Avg Price 10.68
4.98 4.98
9.90 10.82 10.89 9.08 8.69
Nb days 1 6 24 64 129 29 255 512 769 1275 6491
# Get Performance of AEX All-Share Index
dt3 = EN_Ticker_Perfomance("AEX All-Share Index GR", escape = FALSE)
print(dt3)
D-1 1W 1M 3M 6M YTD 52W 2Y 3Y 5Y MAX
Highest 4,503.19 4,533.16 4,533.16 4,533.16 4,533.16 4,533.16 4,533.16 4,533.16 4,533.16 4,533.16 4,533.16
Date of the highest 08/02/2024 - 15:37 09/02/2024 09/02/2024 09/02/2024 09/02/2024 09/02/2024 09/02/2024 09/02/2024 09/02/2024 09/02/2024 09/02/2024
Lowest 4,439.38 4,376.39 4,053.49 3,848.59 3,719.88 4,053.49 3,696.85 3,164.52 3,164.52 2,001.91 1,271.98
Date of the lowest 08/02/2024 - 09:00 02/02/2024 17/01/2024 09/11/2023 23/10/2023 17/01/2024 20/03/2023 13/10/2022 13/10/2022 16/03/2020 04/06/2012
% 1.30 3.57 9.89 17.12 13.40 8.42 15.42 18.11 30.15 69.30 248.66
Change 57.81 156.17 408.07 662.51 535.70 351.97 605.70 694.92 1,050.05 1,855.39 3,232.66
Turnover
Volume
Avg Vol
Nb days 1 6 24 64 130 29 256 514 773 1283 6478

EN_Overview_plot() function

As its name suggests, this function retrieves data from the ticker(s) and displays it in graphical form. It offers a convenient method to obtain a quick overview of price trends, facilitating further analysis.

This function accepts up to seven arguments:

  • ticker: is the name of the ticker(s)
  • from: A quotation start date, i.e. “2020-01-01” or “2020/01/01”. The date must be in ymd format “YYYY-MM-DD” or “YYYY/MM/DD”.
  • until : A quoted end date, i.e. “2022-01-31” or “2022/01/31”. The date must be in ymd format “YYYY-MM-DD” or “YYYY/MM/DD”.
  • ‘stock_type’: Ticker type: ‘Eq_Ind’ for stocks and indices, ‘Fund’ or “F” for fund tickers, ‘Bond’ or “B” for bond tickers, and ‘Etfs’ or “E” for EFTs.
  • escape’: Boolean, either T or F. If escape is True, this means you’re supplying the ISIN-Market identifier (ADN) directly. Giving T to escape is useful to avoid tedious operations; otherwise, F means you must provide the Ticker symbol, the name or ISIN and the type of market to which it belongs. By default, escape = ‘FALSE’.
  • up.col : is the color of the rise
  • down.col : is the color of the fall
# The default colors for the up and down are 'darkgreen' and 'red', respectively.
chart <- EN_Overview_plot("4ddd")  

# chart

ov_plot  <- EN_Overview_plot(c("NL0010614533", "QS0011211206", "QS0011095914", "QS0011146899"), up.col = "blue")

# ov_plot

EN_plot() function

This EN_plot() function is distinct from the EN_Overview_plot() function, although they share similar parameters (ticker, from, to, stock_type, escape, up.col, down.col) Note: Important to note that when using EN_plot(),only historical data from the past two years is available. This differs from EN_Overview_plot(), where data is available from the inception year of the company’s listing.

Example 8 : Get historical performance

#It is also possible to plot stock data chart for more than one ticker
#Let's plot '3D SYSTEMS CORP' chart

chart1 <- EN_plot("AAX")

# chart1

# You can change up and down colors
# Etf AAPL
# EN_plot("aapl", stock_type = 'E', up.col = "blue", down.col = "pink")

# It is also possible to plot stock data chart for more than one ticker
# Let's plot some equities chart

chart2 <- EN_plot(c("AAX", "QS0011016480", "AEX2S", "ADIDAS", "ADOBE", "ALFEN BEHEER", "1GOOGL"))

# chart2

# It is also possible to plot stock data chart for more than one ticker
# Let's plot three ETFs chart

chart3 <- EN_plot(c("IE0007G78AC4", "MANA", "3TSM"), stock_type = 'E')

# chart3

Authors :
* Koffi Frederic Sessie ()

Creator : Koffi Frederic Sessie
cph (Copyright Holder) : Koffi Frederic Sessie

License : MIT 2024, Koffi Frederic SESSIE. All rights reserved.